Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.73K+ 4.41% |
$631K - $681K
|
88.2K
$16.2M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.71K+ 9.37% |
$629K - $679K
|
43.3K
$7.97M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.71K+ 8.12% |
$628K - $678K
|
49.4K
$9.08M
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.67KNew |
$621K - $671K
|
3.67K
$674K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 2.42% |
$621K - $670K
|
155K
$28.6M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.64K+ 11.73% |
$617K - $666K
|
34.7K
$6.38M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.62K+ 8.67% |
$613K - $661K
|
45.3K
$8.33M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.6K+ 24.17% |
$610K - $658K
|
18.5K
$3.4M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6K+ 10.29% |
$610K - $658K
|
38.6K
$7.09M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.53K+ 3.95% |
$598K - $645K
|
92.8K
$17.1M
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.52KNew |
$596K - $644K
|
3.52K
$647K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 95.47% |
$586K - $633K
|
7.08K
$1.3M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.45K+ 16.56% |
$585K - $631K
|
24.3K
$4.47M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 10625.0% |
$576K - $622K
|
3.43K
$631K
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.39K+ 5.09% |
$575K - $620K
|
70.1K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.39K+ 18.22% |
$574K - $620K
|
22K
$4.04M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.39K+ 4.7% |
$574K - $620K
|
75.5K
$13.9M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 10.1% |
$573K - $619K
|
36.9K
$6.78M
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$573K - $618K
|
3.38K
$622K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.36K+ 2.9% |
$569K - $614K
|
119K
$21.9M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.36K+ 3.29% |
$569K - $614K
|
105K
$19.4M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.36K+ 13.87% |
$568K - $613K
|
27.6K
$5.07M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 94.33% |
$561K - $605K
|
6.82K
$1.25M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$7.33M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.26K+ 22.21% |
$553K - $597K
|
18K
$3.3M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.25K+ 43.38% |
$551K - $595K
|
10.8K
$1.98M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.25K+ 42.26% |
$551K - $594K
|
10.9K
$2.01M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$551K - $594K
|
3.25K
$598K
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.23K+ 21.2% |
$548K - $591K
|
18.5K
$3.4M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.21K+ 3.05% |
$545K - $588K
|
108K
$19.9M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.2K+ 170.19% |
$543K - $586K
|
5.09K
$935K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
3.14K+ 10.17% |
$532K - $574K
|
34K
$6.26M
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$525K - $567K
|
3.1K
$570K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1KNew |
$525K - $566K
|
3.1K
$570K
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.1K+ 3.62% |
$525K - $566K
|
88.7K
$16.3M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.07K+ 151.78% |
$520K - $562K
|
5.1K
$937K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 34.44% |
$519K - $560K
|
12K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.06K+ 4.69% |
$518K - $559K
|
68.3K
$12.6M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.06KNew |
$518K - $559K
|
3.06K
$562K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.05K+ 11.5% |
$517K - $557K
|
29.6K
$5.44M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.05K+ 1.83% |
$516K - $557K
|
169K
$31.2M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.04% |
$515K - $556K
|
152K
$27.9M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.99KNew |
$506K - $547K
|
2.99K
$550K
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 9.37% |
$505K - $544K
|
34.8K
$6.39M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.97K+ 5.33% |
$503K - $542K
|
58.6K
$10.8M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.95K+ 253.44% |
$499K - $538K
|
4.11K
$755K
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94KNew |
$498K - $537K
|
2.94K
$540K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.91K+ 120.8% |
$493K - $532K
|
5.32K
$978K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 44.75% |
$492K - $531K
|
9.39K
$1.73M
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$532K
|